How to connect Dubsado + ClickUp + Citrix ShareFile
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Do even more with Dubsado + ClickUp + Citrix ShareFile
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dubsado, ClickUp, and Citrix ShareFile. And don’t forget that you can add more apps and actions to create complex workflows.
- Contract SignedTriggers when a client submits a signed contract.Trigger
- New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.Trigger
- New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.Trigger
- New Payment ReceivedTriggers when a client makes a payment on an invoice.Trigger
- Project Status UpdatedTriggers when a project's status is updated.Trigger
- Create ProjectCreates a new project.Action
- New FolderTriggers when new folders are created.Trigger
- New ListTriggers when new lists are created.Trigger
- ClickUp
Triggers when tasks are added.
Instant
Trigger
- ClickUp
Triggers when a task changes.
Instant
Trigger
- ClickUp
Add a checklist to a task
Scheduled
Action
- ClickUp
Creates a new folder
Scheduled
Action
- ClickUp
Creates a new list
Scheduled
Action
- ClickUp
Post a comment to a task
Scheduled
Action
- ClickUp
Add time tracked to a task
Scheduled
Action
- ClickUp
Post an attachment to a task.
Scheduled
Action
- ClickUp
Creates a new subtask
Scheduled
Action
- ClickUp
Creates a new task.
Scheduled
Action
- ClickUp
Updates an existing task.
Scheduled
Action
- ClickUp
Find an existing task.
Scheduled
Action
- Citrix ShareFile
Triggers when a new client is created.
Scheduled
Trigger
- Citrix ShareFile
Triggers when a new file is added to the chosen folder.
Scheduled
Trigger
- Citrix ShareFile
Adds a note in the chosen folder.
Scheduled
Action
- Citrix ShareFile
Adds a URL in the chosen folder.
Scheduled
Action
- Citrix ShareFile
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Scheduled
Action
- Citrix ShareFile
Creates a ShareFile user with the given information.
Scheduled
Action
- Citrix ShareFile
Allows user to upload a file to the selected folder.
Scheduled
Action
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How Dubsado + ClickUp + Citrix ShareFile Integrations Work
- Step 1: Authenticate Dubsado, ClickUp, and Citrix ShareFile.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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